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Pre-campaign

Email Marketing Checklist

By following these practical steps, B2B tech marketers can effectively execute their email marketing campaigns, deliver personalised and engaging content to subscribers, and drive meaningful results for their businesses.

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Let's dive into practical steps for the Email Marketing Checklist:

Segment email list based on buyer personas:

  • Step 1: Review your subscriber list and gather data such as demographics, purchase history, and engagement metrics.
  • Step 2: Segment your email list into groups based on common characteristics or behaviours, such as industry, job title, or stage in the buyer's journey.
  • Step 3: Use segmentation criteria to create targeted email campaigns tailored to the specific needs and interests of each segment.
  • Step 4: Regularly update and refine segmentation criteria based on subscriber interactions and feedback.

Craft personalised subject lines and email content:

  • Step 1: Use dynamic tags to personalise subject lines with subscribers' names or other relevant information.
  • Step 2: Write concise and compelling subject lines that grab attention and encourage recipients to open the email.
  • Step 3: Personalise email content based on subscriber preferences, past interactions, and segmentation criteria.
  • Step 4: Experiment with A/B testing to compare different subject lines, email copy, and personalisation elements to optimize performance.

Optimize email design for various devices:

  • Step 1: Choose responsive email templates that automatically adjust to fit the screen size of different devices.
  • Step 2: Keep email layouts simple and clean to ensure readability and usability on mobile devices.
  • Step 3: Use large fonts, clear CTAs, and ample white space to make emails easy to navigate and interact with on smaller screens.
  • Step 4: Test email templates across different email clients and devices to ensure consistent rendering and functionality.

A/B test different email elements (subject lines, CTAs, etc.)

  • Step 1: Identify the elements of your emails that have the most significant impact on performance, such as subject lines, CTAs, or content formatting.
  • Step 2: Create variations of these elements to test against each other in A/B tests.
  • Step 3: Set clear goals and metrics for each A/B test, such as open rates, click-through rates, or conversion rates.
  • Step 4: Analyse the results of A/B tests to identify winning variations and apply insights to future email campaigns.

Set up automated workflows for lead nurturing:

  • Step 1: Map out the customer journey and identify key touch-points where automated emails can be triggered based on subscriber actions or behaviours.
  • Step 2: Set up automated email workflows using email marketing software or marketing automation platforms.
  • Step 3: Create personalised email sequences tailored to different stages of the buyer's journey, such as welcome emails, nurture sequences, or re-engagement campaigns.
  • Step 4: Monitor automated email performance and adjust workflows based on engagement metrics and conversion rates.

Ensure compliance with GDPR and other regulations:

  • Step 1: Familiarise yourself with regulations such as GDPR, CAN-SPAM, and CASL to understand your obligations regarding email marketing.
  • Step 2: Obtain explicit consent from subscribers before sending marketing emails, and provide clear opt-in and opt-out mechanisms.
  • Step 3: Include necessary legal disclaimers, contact information, and unsubscribe links in every email.
  • Step 4: Regularly review and update your email marketing practices to ensure compliance with evolving regulations and best practices.

By following these practical steps, B2B tech marketers can effectively execute their email marketing campaigns, deliver personalised and engaging content to subscribers, and drive meaningful results for their businesses.

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